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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-18 |
| TN | RA | APPROVED | 2024-07-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Columbia | TN | 04/2021 | 07/2024 |
| First Horizon National Corporation | Franklin | TN | 02/2019 | 04/2021 |
| Green Pastures Landscape Co. | Nashville | TN | 07/2017 | 01/2019 |
| Landscape Services, Inc. | Franklin | TN | 04/2017 | 06/2017 |
| Turf Masters | Spring Hill | TN | 02/2017 | 04/2017 |
| Landscape Services, Inc. | Franklin | TN | 10/2016 | 02/2017 |
| Unemployed | Lewisburg | TN | 05/2016 | 09/2016 |
| Lpl Financail Llc | Tullahoma | TN | 07/2024 | Present |
1. 06/04/2024- T.R.Lewis Wealth Management LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 06/04/2024- Real Estate Rental- TN 38401- Inv Rel- Start Date 03/11/2024 3) 02/25/2025 - TRI-LAKES BASS BOAT RENTALS, LLC - Not Investment Related - Other - Boat Rental - Winchester, TN - Start Date: 02/01/2025 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-14 |
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